Compare · 3 funds side by side · dividends reinvested

ACIO, SIOO and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

ACIO, SIOO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

VistaShares Target 15 S&P 100 Distribution ETFIncome · Covered calls0.59%14.47%+6.9%[…][…][…][…][…]$25M1.7

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.4B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ACIO 2019 · SIOO 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Aptus Collared Income Opportunity ETF · $2.4B$14,959

ACIO

SIOO

VistaShares Target 15 S&P 100 Distribution ETF · $25M[…]

$10,000 five years ago, dividends reinvested · they hold 69.0% in common

ACIOMeasureSIOO

+4.7%Year to dateJan 1 → Nov 6+6.9%

+4.4%1 yearTotal return[…]

+15.0%3 years · per year$10,000 became $15,213 · […][…]

+8.4%5 years · per year$10,000 became $14,959 · […][…]

0.79%Expense ratio$79 · $59 a year on $10k · lower is better0.59%

0.40%Trailing 12-mo yield$40 · $1,447 a year on $10k14.47%

−6.6%Worst dropSmaller is better[…]

9.9%VolatilityLower is calmer[…]

ACIOSIOO Winner of the row, in its colourEach row: the bigger of the two fills its side

0–3SIOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACIO vs SIOO: Top 5 Holdings

Today

ACIO

29.4%in top 5

SIOO

in top 531.1%

ACIOStockSIOO

7.8%AAPL9.3%

6.8%NVDA7.9%

6.2%MSFT6.3%

4.7%GOOGnot top 5

4.0%AMZN4.6%

not top 5AVGO3.0%

Held in common69.0%

End-of-day Nov 6, 2026 · share of each fund

ACIO vs SIOO Returns, Every Period

AptusACIO

+4.4%

past year

SIOOVistaShares

[…]

past year

ACIOSIOOFaded: behind in that period

0–1SIOO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ACIO vs SIOO

YTD

AptusACIO

+4.7%

SIOOVistaShares

+6.9%

+4.7%Year to date+6.9%

−6.6%Worst drop · 1Y[…]

9.9%Volatility · 1Y[…]

0.4%Yield14.5%

$2.4BAssets$25.2M

2–0SIOO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACIO, SIOO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SIOO0.59%$59

ACIO0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ACIO, SIOO, SCHD

14.47%highest, SIOO

FundTrailing yieldYield$10k

SIOO14.47%$1,447

SCHD3.00%$300

ACIO0.40%$40

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,388most kept, SIOO

SIOO$1,447 − $59 = $1,388

SCHD$300 − $6 = $294

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ACIO, SIOO, SCHD

Today

69.0%most shared, ACIO and SIOO

ACIOSIOOSCHD

ACIO—69.0%8.6%

SIOO69.0%—9.3%

SCHD8.6%9.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

ACIOWorst drop−6.6%9.9% vol

SCHDWorst drop−6.9%11.7% vol

SIOOWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SIOOSCHD

+6.9%Year to date+31.4%

14.5%Yield3.0%

[…]Past year+37.0%

0.59%Fee0.06%

2–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026